+332.6%
OKLO vs EIX
+24.3%
+308.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.2% | +1.5% | -1.3% |
| 7D | +7.7% | +4.1% | +3.6% | +7.2% |
| 30D | -4.3% | -15.3% | +11.0% | -2.9% |
| 3M | -24.6% | -18.4% | -6.2% | -23.2% |
| 6M | -31.1% | -16.8% | -14.3% | -30.1% |
| YTD | -40.7% | -0.6% | -40.1% | -41.6% |
| 1Y | -42.4% | +10.7% | -53.1% | -44.7% |
| 3Y | +310.9% | -4.5% | +315.4% | +313.7% |
| 5Y | +332.6% | +24.0% | +308.6% | +337.7% |
| All | +332.6% | +24.3% | +308.3% | +337.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded EIX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling